I think it absolutely has. Certainly in developer tools, but you can see it in other tools like Hubspot, Gong, etc. Not to mention the enterprise organizations who are building their own features that use LLMs. Yes, we'll see some "enterprises" adopt their first LLM in 10 years because some move as slow as molasses. That's fine; there's companies who are tasting Cloud for the first time right now, but nobody is saying that Cloud adoption is still in its first phase. I think Sequoia sees this and decided the train is already starting to roll, so it's time to look towards what's next.